NOTE: Corporate AD also contains the Extension number Attribute.Management reporting structure is stored in the Corporate Microsoft Active Directory (for simplicity think of this as an ORG chart or the Outlook Address Book) – this is only valuable if the IT department actually keeps up to date.ACD Call Stats (phone system) are stored in SQL Server with only an Extension number as an identifier (ex.Task: Create a Monthly trend report showing aggregated time on phone for each of your manager’s employees. In the relational database world you can use a simple JOIN clause but it’s not so simple when your data is coming from disparate systems (ex: I have a monthly report I create which connects Multiple SQL Servers, Oracle, Excel and AD). A common need for any analyst is the need to join data from multiple sources into a useable single view.
In this module I will discuss the “Merge” feature. Read through the following Article to gain some crucial foundational information on Power Query for Excel. Power Query has several simple DIY Business Intelligence features as well as several advanced features.
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Microsoft Power Query for Excel is a free add-on program, downloadable here (minimum install requirements list also found there).